As an affluent individual, effective and active management of your assets may not be properly maximized. Your assets may need to be better coordinated and managed for improved returns. This may be as a result of time (or the lack of it), your preoccupation with other competitive engagements or lack of awareness about potentially higher returns which can be generated on your assets.
This involves investment our clients’ resources in different asset classes such as capital and money market instruments, real estate and other investment instruments for the purpose of achieving their investment goals. Decision making on asset allocation of the client’s resources could be made jointly with the client or at our sole discretion, if so authorized by the client.
Goal-Based Investment Management
Learn More
Wealth preservation is a very important issue for High Net-worth Individuals. It is a concept that centers around protecting and preserving your assets from frivolous, illogical, more often than not devastating claims on your wealth in a way that affects your current and future lifestyle.
Wealth Preservation
Invest With Us
As an individual or as a family, you may be inclined toward Philanthropy. One of the easiest ways to provide for loved ones is by making annual gifts presentation. Gifting today not only reduces your estate tax liability, but also allows you to share in the joy a gift can bring. We will work with you to design and execute a very rewarding charitable gifting structure. Our responsibility is to reduce your administrative burdens and free you to focus on your most important duties. In all, we can help you achieve your Philanthropic goals through assistance at every stage of the process, from the strategic to the operational.
Donor Advised Portfolio
Learn More
Our responsibility is to handle this wealth transfer process on your behalf, relieving you of the burden and stress associated with it especially through a Trust Structure and other suitable vehicles.
Estate Planning
Learn More
At Meristem Wealth, we understand that retirement planning is not just about having savings in the bank or investments in shares, real estate and other assets; it is about making the right choices that ensure you have enough money and amass enough wealth to cater for your desired lifestyle after retirement.
Retirement Planning
Learn More
At Meristem, we analyze and provide alternatives and strategies addressing the continuity or disposition of your business upon your retirement, death, disability or decision to sell. We also identify and evaluate tax consequences and their implications.
Succession Planning
Learn More
At Meristem Wealth, we are cognizant of the fact that tax-related issues can weigh down heavily on a client’s investment portfolio; and if not properly administered can result in undue and excessive tax liabilities.
Tax Planning
Learn More